Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Credit Card Debt

How Long Will It Take to Pay my Balance?